Upstart Holdings, Inc.
UPST- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001647639
In the last 90 days, Upstart Holdings, Inc. insiders filed 1 open-market purchase and 8 sales; 370 institutions reported holding it in 13F filings for Q2 2026, worth $2.07B in total; Coatue Management is the only superinvestor holding it.
13F holders, Q4 2022
Institutional positions in Upstart Holdings, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 267
- −34 vs. Q3 2022
- Shares held
- 29.4M
- −2.11M (−6.7%) vs. Q3 2022
- Total value
- $388.9M
- −$268.1M (−40.8%) vs. Q3 2022
- New holders
- 52
- 67 more added
- Sold out
- 86
- 85 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UPST on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 370 | $2.07B |
| Q1 2026 | 340 | $1.45B |
| Q4 2025 | 393 | $2.83B |
| Q3 2025 | 412 | $3.27B |
| Q2 2025 | 421 | $3.98B |
| Q1 2025 | 387 | $2.77B |
| Q4 2024 | 391 | $3.59B |
| Q3 2024 | 349 | $1.99B |
| Q2 2024 | 275 | $919.5M |
| Q1 2024 | 278 | $1.00B |
| Q4 2023 | 334 | $1.70B |
| Q3 2023 | 291 | $1.08B |
| Q2 2023 | 303 | $1.30B |
| Q1 2023 | 266 | $471.6M |
| Q4 2022 | 267 | $388.9M |
| Q3 2022 | 306 | $658.8M |
| Q2 2022 | 347 | $1.17B |
| Q1 2022 | 496 | $4.43B |
| Q4 2021 | 480 | $5.83B |
| Q3 2021 | 428 | $13.3B |
| Q2 2021 | 254 | $5.00B |
| Q1 2021 | 132 | $5.12B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Upstart Holdings, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Amalgamated Bank | 16,449 | $217.0K | 0.00% | +2,700+19.6% | Added |
| Mariner, LLC | 15,568 | $206.0K | 0.00% | +15,568 | New |
| Atria Wealth Solutions, Inc. | 14,967 | $197.9K | 0.00% | +1,117+8.1% | Added |
| Cetera Advisors LLC | 14,533 | $192.1K | 0.00% | +14,533 | New |
| International Assets Investment Management, LLC | 14,021 | $185.4K | 0.02% | +14,021 | New |
| Manchester Capital Management LLC | 13,452 | $177.8K | 0.03% | +7,757+136.2% | Added |
| Cetera Advisor Networks LLC | 13,377 | $176.8K | 0.00% | +1,234+10.2% | Added |
| Jefferies Financial Group Inc. | 13,200 | $174.5K | 0.00% | +13,200 | New |
| Voya Investment Management LLC | 12,908 | $170.6K | 0.00% | −20−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 12,891 | $170.4K | 0.01% | −3,700−22.3% | Reduced |
| Raymond James & Associates | 12,570 | $166.2K | 0.00% | −108,113−89.6% | Reduced |
| Victory Capital Management Inc | 12,062 | $159.5K | 0.00% | +1,374+12.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,688 | $154.5K | 0.00% | +2,035+21.1% | Added |
| Sherbrooke Park Advisers LLC | 11,300 | $149.4K | 0.11% | +11,300 | New |
| FMR LLC | 10,833 | $143.2K | 0.00% | −5,718−34.5% | Reduced |
| Citadel Advisors LLC | 10,667 | $141.0K | 0.00% | −12,022−53.0% | Reduced |
| Arcadia Investment Management Corp | 10,490 | $138.7K | 0.03% | +6,963+197.4% | Added |
| Creative Planning | 10,411 | $137.6K | 0.00% | −1,672−13.8% | Reduced |
| Bridgewater Associates, LP | 10,069 | $133.1K | 0.00% | +10,069 | New |
| Kercheville Advisors, LLC | 10,000 | $132.2K | 0.09% | 00.0% | Unchanged |
| Antipodean Advisors LLC | 10,000 | $132.2K | 0.44% | +10,000 | New |
| Newbridge Financial Services Group, Inc. | 9,746 | $128.8K | 0.07% | −2,805−22.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,709 | $125.1K | 0.00% | −13,651−58.4% | Reduced |
| Quent Capital, LLC | 8,757 | $115.8K | 0.02% | +2,237+34.3% | Added |
| Cutler Group LP | 8,278 | $109.0K | 0.01% | +3,089+59.5% | Added |
| Russell Investments Group, Ltd. | 7,364 | $97.3K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 6,410 | $84.7K | 0.06% | −2,500−28.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,910 | $78.0K | 0.00% | −3,000−33.7% | Reduced |
| Tower Research Capital LLC (TRC) | 5,851 | $77.0K | 0.00% | −13,517−69.8% | Reduced |
| Public Employees Retirement Association of Colorado | 5,524 | $73.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,924 | $66.0K | 0.00% | −1,316−40.6% | Reduced |
| WR Wealth Planners, LLC | 4,829 | $63.8K | 0.04% | +2,799+137.9% | Added |
| Capital Impact Advisors, LLC | 4,367 | $57.7K | 0.06% | +471+12.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 4,247 | $56.0K | 0.00% | −126−2.9% | Reduced |
| Gs Investments, Inc. | 4,000 | $52.9K | 0.03% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 3,774 | $49.7K | 0.00% | +1,472+63.9% | Added |
| Money Concepts Capital Corp | 3,570 | $47.2K | 0.00% | +560+18.6% | Added |
| Liberty One Investment Management, LLC | 3,404 | $45.0K | 0.01% | +394+13.1% | Added |
| Federation des caisses Desjardins du Quebec | 3,271 | $43.2K | 0.00% | +55+1.7% | Added |
| The PNC Financial Services Group, Inc. | 3,249 | $43.0K | 0.00% | −410−11.2% | Reduced |
| AdvisorNet Financial, Inc | 3,187 | $42.1K | 0.00% | −455−12.5% | Reduced |
| Quantbot Technologies LP | 2,800 | $37.0K | 0.00% | +1,500+115.4% | Added |
| Storebrand Asset Management AS | 2,071 | $27.4K | 0.00% | −4,662−69.2% | Reduced |
| Caption Management, LLC | 2,000 | $26.4K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 1,993 | $26.3K | 0.00% | −15−0.7% | Reduced |
| ICA Group Wealth Management, LLC | 1,766 | $23.3K | 0.01% | +1,766 | New |
| Compagnie Lombard Odier SCmA | 1,650 | $22.0K | 0.00% | −140−7.8% | Reduced |
| Spire Wealth Management | 1,275 | $17.0K | 0.00% | +75+6.3% | Added |
| Signaturefd, LLC | 1,152 | $15.2K | 0.00% | +272+30.9% | Added |
| Shell Asset Management Co | 1,155 | $15.0K | 0.00% | −125−9.8% | Reduced |
| Larson Financial Group LLC | 1,067 | $14.1K | 0.00% | +1,067 | New |
| Advisors Asset Management, Inc. | 1,046 | $13.8K | 0.00% | −4,097−79.7% | Reduced |
| Your Advocates Ltd., LLP | 1,030 | $13.6K | 0.01% | +1,000+3,333.3% | Added |
| Albion Financial Group | 1,000 | $13.2K | 0.00% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,000 | $13.2K | 0.00% | +1,000 | New |
| Fifth Third Bancorp | 800 | $10.6K | 0.00% | −425−34.7% | Reduced |
| Bellwether Advisors, LLC | 800 | $10.6K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 793 | $10.5K | 0.00% | −16−2.0% | Reduced |
| Parallel Advisors, LLC | 781 | $10.3K | 0.00% | +16+2.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 780 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 696 | $9.20K | 0.01% | +696 | New |
| GWM Advisors LLC | 2,446 | $9.09K | 0.00% | +2,446 | New |
| Banque Cantonale Vaudoise | 717 | $9.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 683 | $9.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 650 | $9.00K | 0.00% | +383+143.4% | Added |
| Column Capital Advisors, LLC | 610 | $8.06K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 609 | $8.05K | 0.00% | −298−32.9% | Reduced |
| Belvedere Trading LLC | 606 | $8.01K | 0.00% | +606 | New |
| Operose Advisors LLC | 600 | $7.93K | 0.00% | +600 | New |
| Optimum Investment Advisors | 560 | $7.40K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 545 | $7.21K | 0.00% | −245−31.0% | Reduced |
| Toth Financial Advisory Corp | 533 | $7.05K | 0.00% | −18−3.3% | Reduced |
| TSFG, LLC | 541 | $7.00K | 0.00% | +90+20.0% | Added |
| Evermay Wealth Management LLC | 500 | $6.61K | 0.00% | +500 | New |
| Covestor Ltd | 450 | $6.00K | 0.00% | +1+0.2% | Added |
| CoreCap Advisors, LLC | 412 | $5.45K | 0.00% | +412 | New |
| Northwestern Mutual Wealth Management Co | 407 | $5.38K | 0.00% | +77+23.3% | Added |
| Tradition Wealth Management, LLC | 353 | $5.00K | 0.00% | −400−53.1% | Reduced |
| City State Bank | 400 | $5.00K | 0.00% | −9−2.2% | Reduced |
| Massmutual Trust Co FSB | 400 | $5.00K | 0.00% | +200+100.0% | Added |
| Founders Capital Management | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 300 | $3.97K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 300 | $3.97K | 0.00% | +300 | New |
| Parallax Volatility Advisers, L.P. | 280 | $3.70K | 0.00% | −11,912−97.7% | Reduced |
| Rise Advisors, LLC | 277 | $3.66K | 0.00% | −38−12.1% | Reduced |
| Ellevest, Inc. | 268 | $3.54K | 0.00% | −1−0.4% | Reduced |
| SJS Investment Consulting Inc. | 233 | $3.08K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 239 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 404 | $2.88K | 0.00% | +404 | New |
| Colonial Trust Advisors | 178 | $2.35K | 0.00% | +178 | New |
| TD Waterhouse Canada Inc. | 135 | $2.26K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 154 | $2.04K | 0.00% | +154 | New |
| Hantz Financial Services, Inc. | 160 | $2.00K | 0.00% | −1−0.6% | Reduced |
| Gordian Capital Singapore Pte Ltd | 81 | $2.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 150 | $1.98K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 150 | $1.98K | 0.00% | +150 | New |
| Stonebridge Capital Advisors LLC | 130 | $1.72K | 0.00% | 00.0% | Unchanged |
| Natixis | 106 | $1.40K | 0.00% | +106 | New |
| Bell Investment Advisors, Inc | 104 | $1.38K | 0.00% | −23−18.1% | Reduced |